Remote Retirement Plan Advisor: Strategic Financial Planning

Empower Retirement, LLC; Texas; Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company match up to 6%

Tuition reimbursement

Generous PTO and holidays

Volunteer time

Job summary

Empower Retirement, LLC is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success. You will deliver personalized advice, conduct comprehensive assessments, and craft tailored investment strategies for in-person and virtual consultations across your assigned territory.

The role requires travel up to 50%, a FINRA license set, and strong communication and analytical skills to meet both client needs and business goals.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 7+ years of financial services experience.
• FINRA Series 6, 63 and 65 registrations required.
• Travel to client sites up to 50%.
• FINRA fingerprinting required upon hire.
• Strong interpersonal, communication, and presentation skills.
• Deep understanding of defined contribution plans and investment management topics.

Responsibilities

• Conduct in-depth advice conversations about retirement readiness, investments, and financial wellness.
• Use proprietary planning tools to deliver investment reviews and tailored recommendations.
• Create and implement actionable financial plans using analytical tools.
• Lead one-on-one and group sessions, virtual or in-person, on retirement planning and wealth topics.
• Document interactions in Salesforce and follow up to meet SLAs.
• Meet or exceed service levels and client expectations; collaborate with internal and external partners.
• Refer participants to Empower Personal Wealth when appropriate.

Skills

Interpersonal skills

Presentation skills

Strategic thinking

Travel up to 50%

Sales/wealth management

Education

Bachelor’s degree

Tools

Salesforce

Job description

Empower Retirement, LLC is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success. You will deliver personalized advice, conduct comprehensive assessments, and craft tailored investment strategies for in-person and virtual consultations across your assigned territory.

The role requires travel up to 50%, a FINRA license set, and strong communication and analytical skills to meet both client needs and business goals.